Stephens Inc’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $817K | Hold |
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|
2019
Q3 | $723K | Hold |
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|
2019
Q2 | $763K | Hold |
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|
2019
Q1 | $742K | Hold |
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|
2018
Q4 | $620K | Hold |
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|
2018
Q3 | $823K | Hold |
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|
2018
Q2 | $795K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $3.39M | Buy |
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|
2013
Q3 | $3.03M | Buy |
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|
2013
Q2 | $2.08M | Buy |
|